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Jan 23, 2013
01/13
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look at google. google was good, and the stock is fine. ibm was good and the stock was fine. not great. if you do something good, this market rewards it quickly. >> as a network, do you think we could get away with, we did rise above. what about a campaign on growth? anything that is a negative for job growth, or for economic growth that we call people out on that? anything's a positive we reward people for that and get a new slogan like grow forward, or grow up, or -- would that be too partisan to look for growth? the other side might have a redistribute button instead of a growth button. >> i think if we could have a grow here button that would be great. >> grow here? >> in other words, bring the business back here. grow here. and i want to see what you're saying. grow there, it doesn't help. >> it's a global -- you know, we expect people to bring their businesses over here, too, though. now you're sounding protective. >> i just think if you have -- if you need natural gas as your feed stock, we're the cheapest place on earth. why aren't you building plants here. we need re
look at google. google was good, and the stock is fine. ibm was good and the stock was fine. not great. if you do something good, this market rewards it quickly. >> as a network, do you think we could get away with, we did rise above. what about a campaign on growth? anything that is a negative for job growth, or for economic growth that we call people out on that? anything's a positive we reward people for that and get a new slogan like grow forward, or grow up, or -- would that be too...
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475
Apr 23, 2013
04/13
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and executive chairman of google and google ideas. the new digital age. they will join us in the next half hour. cal analysis streamline their process? at fidelity, we do it by merging two tools into one. combining your customized charts with leading-edge analysis tools from recognia so you can quickly spot key trends and possible entry and exit points. we like this idea so much that we've applied for a patent. i'm colin beck of fidelity investments. our integrated technical analysis is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. want to save on electricity? don't use it. live like they did long ago. or just turn off the lights when you leave a room. you can conserve energy wisely. the more you know. >>> welcome back, everybody. dupont posting quarterly results. the chemical giant announced a 5% dividend increase. joining us is dupont chairman and ceo. thank you for being here today. >> it's great to be here, becky. >> the street liked what it heard. i guess i would ask you when you
and executive chairman of google and google ideas. the new digital age. they will join us in the next half hour. cal analysis streamline their process? at fidelity, we do it by merging two tools into one. combining your customized charts with leading-edge analysis tools from recognia so you can quickly spot key trends and possible entry and exit points. we like this idea so much that we've applied for a patent. i'm colin beck of fidelity investments. our integrated technical analysis is one...
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May 8, 2013
05/13
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but it's hard to beat google and google has a brand too. it becomes a verb now. it's hard to overcome that. >> would yahoo fortunes have been different if it was not using microsoft? is this a problem of google's so strong? >> it's money. they make more money if they would be working with google. and they've, you know, yahoo is many things to do, but competing with google is not one of them. >> why do you say they can't get out of the deal? >> talking to the lawyer. >> talking to the lawyer. my understanding is the deal goes to 2020. there's a window of 2015. renegotiated through 2014, i assume it doesn't come up, unless you're involved and you want to tell us. >> no, i'm saying the contract is a basis for negotiation. just because there's an agreement. >> doesn't mean you can't change. >> the fact they've gone out and said that, i think it sort of lays the ground work for a negotiation. you're right, that doesn't mean they couldn't. >> the broader issue, is they're so dominant in ecommerce, that could -- >> do you worry? >> yeah, i do. i think if i were macy's o
but it's hard to beat google and google has a brand too. it becomes a verb now. it's hard to overcome that. >> would yahoo fortunes have been different if it was not using microsoft? is this a problem of google's so strong? >> it's money. they make more money if they would be working with google. and they've, you know, yahoo is many things to do, but competing with google is not one of them. >> why do you say they can't get out of the deal? >> talking to the lawyer....
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Mar 26, 2013
03/13
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a huge tail wind for google. they own one of the two dominant operating systems on mobile android and some of the most popular apps with youtube, g mail and google apps. it is in a significantly advantaged position. >> colin, the biggest thing that can trip up google? >> competition from facebook is one as social signals become more important. and motorola in restructuring. >> colin, ed, gentlemen thank you very much for laying out your case. folks at home, if you don't know how to play so far, vote for google or microsoft. the question, which stock do you think will be the best performer between now and the end of the year. if you had to pick between now and the end of the year? >> we love google, $38, the cash is going to be king. go with microsoft on this one. >> thank you very much. folks, thank you for playing at home. and vote today. >> coming up, we have the results from cnbc's all america survey. and breaking economic data that could move markets this morning. the latest read on durable goods for february
a huge tail wind for google. they own one of the two dominant operating systems on mobile android and some of the most popular apps with youtube, g mail and google apps. it is in a significantly advantaged position. >> colin, the biggest thing that can trip up google? >> competition from facebook is one as social signals become more important. and motorola in restructuring. >> colin, ed, gentlemen thank you very much for laying out your case. folks at home, if you don't know...
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Aug 22, 2013
08/13
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especially at google. they say web traffic for yahoo surpassed that for google for the first time since may of 2011. yahoo had 196.6 million unique monthly visitors compared to google's 192.3 million a. notable when for marissa miary former googler who made a number of changes at the struggling company. they've acquired a number of site, tumbler numbers were recounted separately. ry expected to reveal a new logo in 14 days. >> okay. so we have been talking all morning about how it's possible yahoo own sites had more traffic than google since that may north dakota no sense for every day. >> we use google many times a day. >> if you are shaking your head saying you use google all the time like i do, frankly the key to understanding what is going on the metric is monthly you fiocco visitors. visitors only counted once in a month for the matter how many times they return. that's the critical piece. i can go to goggle 50 times, it's doesn't matter, with 67% of market share in june, doesn't help. also, these mon
especially at google. they say web traffic for yahoo surpassed that for google for the first time since may of 2011. yahoo had 196.6 million unique monthly visitors compared to google's 192.3 million a. notable when for marissa miary former googler who made a number of changes at the struggling company. they've acquired a number of site, tumbler numbers were recounted separately. ry expected to reveal a new logo in 14 days. >> okay. so we have been talking all morning about how it's...
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Jan 22, 2013
01/13
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>> not google? >> it's the core google advertising business. and what you really want to figure out is, how much is search growing? how much is search growing for google? are they gaining share, not gaining share? and that transition from desktop search where google keeps all the revenue, to mobile search where they share a lot with apple and other partners, that's been a bumpy one. that's been a very bumpy transition. we want to figure out where they are in this. at some point, there will be enough mobile devices, enough revenue on that side when the mobile ppcs, cost per clicks go up, google's revenue will go up. we're not there yet.mobile is a today, about 25% of clicks. when it gets to be 40 or 50%, which can't be that many years away, given how incredibly high the appetite is for people on these mobile devices to shift, it will be easy sailing for google. until that happens, it's every quarter is a crapshoot kind of a stock. >> do you easily search the internet with your blackberry? >> on google, yeah. >> you do? maybe -- i don't know. i t
>> not google? >> it's the core google advertising business. and what you really want to figure out is, how much is search growing? how much is search growing for google? are they gaining share, not gaining share? and that transition from desktop search where google keeps all the revenue, to mobile search where they share a lot with apple and other partners, that's been a bumpy one. that's been a very bumpy transition. we want to figure out where they are in this. at some point,...
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May 31, 2013
05/13
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>> google. >> i don't think google wants to own sprint, google, t-mobile or anything like that. i think they want to go in the side door. >> thanks. >> i would like to talk about where this whole industry. comcast, for example. >> right. >> with the way we're going it's frightening because it's so daunting. if you wrote about level 3 you can write about something that may help us. can you do that? >> i could do that. spectrum is oil. spectrum is the gating factor. i don't think people get this. back in the day when they belt these, that was true. >> that was true. because the laws of physics, they had technology that could drive in finite capacity. >> we'll have to have you come back and continue this conversation. "squawk box" might hire you. >> coming up, hunting for value stocks. hey, so uh... what's going on here? do you want the long or short answer? long i guess. chevy is having a big -- huge, in fact -- event. the-great-deals-on-our-most- fuel-efficient-line-up-ever- for-just-a-very-short-time-so- you-better-hurry-extravaganza! so what's the short answer? awesome. [ male
>> google. >> i don't think google wants to own sprint, google, t-mobile or anything like that. i think they want to go in the side door. >> thanks. >> i would like to talk about where this whole industry. comcast, for example. >> right. >> with the way we're going it's frightening because it's so daunting. if you wrote about level 3 you can write about something that may help us. can you do that? >> i could do that. spectrum is oil. spectrum is the...
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Jun 12, 2013
06/13
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i think it is google, like -- shocked they're spying. >> if google comes out and says, look, we have 100 million user, some crazy number they have and half a billion users, and only 2% or 3% have ever been -- that's still a big number. so will that be enough to make people feel comfortable or not? >> yesterday, the most interesting thing about this -- >> or less than 1%. >> the huffington post crystallized what i've been saying and they had -- either strange bedfellows -- >> all the pictures of all the people -- >> people never on the same side and then they're on the same side. it is bizarre watching it, right? i think, like, rand paul and, like, al franken are on the same side of the issue or something. just bizarre. but what also is interesting is that the dems, the liberal dems love the spying with obama. but that bush, the -- satan. come on, when he did it, it was awful. there were some who said this was bush anyway that just, you know, they tried to go back and -- is there anything that isn't bush's fault at this point that you know? the improving economy, not his fault. >> i'm
i think it is google, like -- shocked they're spying. >> if google comes out and says, look, we have 100 million user, some crazy number they have and half a billion users, and only 2% or 3% have ever been -- that's still a big number. so will that be enough to make people feel comfortable or not? >> yesterday, the most interesting thing about this -- >> or less than 1%. >> the huffington post crystallized what i've been saying and they had -- either strange bedfellows...
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Jun 10, 2013
06/13
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google announcing new streamingselves at google io here. we are wondering whether we will hear more from ira from apple. really, one of the most important people we will see not just tim cook, johnny eye. he has been in charge of apple's physical products. also the look an feel of apple software products, stepping into the shoes that steve jobs used to fill with more of a broad look across, apple's strategy, we'll see hoy that shifts, even more of a position of influence. you know, people will probably judge this by how much beyond the look and feel change we get. whether this really is a fundamental shift in the way iowa works. whether there are new services that will power growth, maybe an advantage versus android, whether there is any hint towards the foundations laid for a tv or low cost iphone. we'll be listening for all those things when the key note kicks off at 10ament a.m. pacific. >> thank you for that. we, of course, will be watching very closely as will most apple shareholders, beven white and joe weisenthal. dan, it your sense
google announcing new streamingselves at google io here. we are wondering whether we will hear more from ira from apple. really, one of the most important people we will see not just tim cook, johnny eye. he has been in charge of apple's physical products. also the look an feel of apple software products, stepping into the shoes that steve jobs used to fill with more of a broad look across, apple's strategy, we'll see hoy that shifts, even more of a position of influence. you know, people will...
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Apr 11, 2013
04/13
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and google maps. we owned mapquest. so their basic business model is so powerful. >> what would you do as a disney or as a -- is cop tent going to be the one thing you can control your future with? >> yes and no. the best thing right now is to redefine scale. i have seen this in spades. at aol we had a big media business. we sold real estate to online real estate to ad agencies and clients. we thought there was less than 200,000 advertisers. google came along and they reinvented the definition of an advertise er. they have 7 million, 8 million companies that advertise. they only bill invoice to 250,000 advertisers. the rest are small business people, home office my massage therapist. i typed in northern virginia therapeutic massage. and pay pal did something very similar, right? if you talked to mastercard and visa, the big banks. >> american express, they traditionally would say there's about five, six, maybe seven million merchants in the u.s. that account for 80% of all the purchasing. pay pal has 90 million plus bus
and google maps. we owned mapquest. so their basic business model is so powerful. >> what would you do as a disney or as a -- is cop tent going to be the one thing you can control your future with? >> yes and no. the best thing right now is to redefine scale. i have seen this in spades. at aol we had a big media business. we sold real estate to online real estate to ad agencies and clients. we thought there was less than 200,000 advertisers. google came along and they reinvented the...
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Mar 11, 2013
03/13
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google. and i would be embarrassed to put that on my calendar. she was not comfortable with the word "power." only about three years ago did she start talking about power, women, women and careers. she never wanted to define herself as a woman. she talks a lot about this in the book. >> pattie, i have mixed feelings myself as a mom who works. i think the biggest issue that i worry about is ever feeling i'm judgmental decisions about somebody else's decision. the decisions working moms make every day is -- you feel guilty about the kids, you feel guilty about work and how you kind of juggle it all. the good part is it really does jump start the conversation and make people think very seriously about these roles. companies take this seriously to the point that any company or institution changes based on this conversation that's been kick started. >> well, you know, it's so fascinating that this debate about cheryl sandberg and this clearly controversial book, this debate is taking place at the
google. and i would be embarrassed to put that on my calendar. she was not comfortable with the word "power." only about three years ago did she start talking about power, women, women and careers. she never wanted to define herself as a woman. she talks a lot about this in the book. >> pattie, i have mixed feelings myself as a mom who works. i think the biggest issue that i worry about is ever feeling i'm judgmental decisions about somebody else's decision. the decisions...
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Aug 26, 2013
08/13
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now the google glasses. there seems to be a sense of repeated innovation. >> other than search, what have they had a huge home run with? >> my working assumption is that android eventually brings in -- >> it is getting huge market share. >> i don't know. microsoft would have been tough. and they've continued to, you know, their revenue numbers have continued to go up. it's a massively profitable company that i think's been -- >> i really want that driverless car to work out so badly. >> you do? >> yes. it would be so great. >> i like driving. he's got a driver. he never has to drive his car either. >> i like that, too, but there's so many implications, production and parking spaces needed in the country. >> i'm not basing any of my future excitement on a driverless car. >> singulairity? >> yes. i want to be a cyborg. that must have been after my time. >> this is "night rider." hasselhoff? >> on the floor with the cheeseburger. although he's a very nice man. >>> in other legal news, donald trump and his for-p
now the google glasses. there seems to be a sense of repeated innovation. >> other than search, what have they had a huge home run with? >> my working assumption is that android eventually brings in -- >> it is getting huge market share. >> i don't know. microsoft would have been tough. and they've continued to, you know, their revenue numbers have continued to go up. it's a massively profitable company that i think's been -- >> i really want that driverless car to...
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Jul 3, 2013
07/13
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check out google. franz kafka, most famous -- >> i hate that book. >> have you played -- >> you know, john, i'm glad you brought that up -- >> i don't think that's appropriate. >> i don't think would be that bad. i thought that maybe we could play it and then we decided it would be a really bad move. so i'm glad you brought it up, not me. >> two things. you could also play the rascals. >> are you really going here? >> yes. you could also play the rascals. people all over just got to be free. play the rascals. if you're going to do bangles, i prefer eternal flame. >> all right. i'm rarely afraid to go somewhere. but i'm kind of afraid. i'm a little bit worried. i thought we could almost get away with it, but maybe not. thanks, john. i guess. we're only getting started on this story and we have a great lineup coming including former vermont governor howard dean. for those of you that always look forward to his appearances, i think he's going to be on -- is on right at 8:00? want to act accordingly with y
check out google. franz kafka, most famous -- >> i hate that book. >> have you played -- >> you know, john, i'm glad you brought that up -- >> i don't think that's appropriate. >> i don't think would be that bad. i thought that maybe we could play it and then we decided it would be a really bad move. so i'm glad you brought it up, not me. >> two things. you could also play the rascals. >> are you really going here? >> yes. you could also play the...
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Aug 19, 2013
08/13
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still ahead, it's been nine years since google's ipo. we'll talk about one of the architects of the auction strategy. check out the "squawk box's" market indicator. that's why hp built a new kind of server. one that's 80% smaller. uses 89% less energy. and costs 77% less. it's called hp moonshot. and it's giving the internet the room it needs to grow. this&is gonna be big. hp moonshot. it's time to build a better enterprise. together. (announcer) scottrade knows our and invest their own way. with scottrade's smart text, i can quickly understand my charts, and spend more time trading. their quick trade bar lets my account follow me online so i can react in real-time. plus, my local scottrade office is there to help. because they know i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. voted "best investment services company." >>> earnings report just in from retailer saks fifth avenue. 10 cents per share for the second quarter they lost. revenue was short of consensus. sachs is in the process of being
still ahead, it's been nine years since google's ipo. we'll talk about one of the architects of the auction strategy. check out the "squawk box's" market indicator. that's why hp built a new kind of server. one that's 80% smaller. uses 89% less energy. and costs 77% less. it's called hp moonshot. and it's giving the internet the room it needs to grow. this&is gonna be big. hp moonshot. it's time to build a better enterprise. together. (announcer) scottrade knows our and invest...
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Dec 4, 2013
12/13
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he found google x. thank you for being here today. >> it's great. >> let's talk about how you struck out from stanford on your own to start this project. you were tenor there, had a great gig. you did an experiment in 2011 you put a class online, offered artificial intelligence. who showed up to do that class? >> we sent e-mail this class is available online free of charge. we expected maybe 500 students to show up which is a lot compared to 200 only campus. to my complete surprise we got 160,000 students to show up. >> what did that tell you? >> there's a huge demand and huge need, thirst and hunger for learning new things. >>> i thought of artificial intelligence something few people need. in fact the the specific class brought 23,000 students to the end which is more than all professors in the world teach combined in artificial intelligence. it shows me an enormous wish for people to be educated around the world. >> you left the tenor position at stanford which speaks volumes for how much you believe
he found google x. thank you for being here today. >> it's great. >> let's talk about how you struck out from stanford on your own to start this project. you were tenor there, had a great gig. you did an experiment in 2011 you put a class online, offered artificial intelligence. who showed up to do that class? >> we sent e-mail this class is available online free of charge. we expected maybe 500 students to show up which is a lot compared to 200 only campus. to my complete...
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Jun 7, 2013
06/13
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>> yeah, either one. >> how could they have equipment at a google if google is saying -- >> it's a conondrum. >> it sounds like a little bit of legal-ese. >> that's the knew answer. this question of direct access is what the story really hangs on. >> i think there's a method to the madness. and i think the leaker knew you can always fall back. nobody is talking about the irs. explain why you should target certain groups? if you can help me catch terrorists i'm not going to really fault you. i think it's all subterfuge. coming up. >> always a conspiracy. >> alan greenspan on jobs, the economy and more coming up. >>> time now for today's aflac trivia question. what was the only nhl team to win 40 games and lose 40 games in the same year? the answer when cnbc's "squawk box" continues. 't work, he can focus on his recovery. he doesn't have to worry so much about his mortgage, groceries, or even gas bills. kick! kick... feel it! feel it! feel it! nice work! ♪ you got it! you got it! yes! aflac's gonna help take care of his expenses. and us...we're gonna get him back in fighting shape. ♪ [ mal
>> yeah, either one. >> how could they have equipment at a google if google is saying -- >> it's a conondrum. >> it sounds like a little bit of legal-ese. >> that's the knew answer. this question of direct access is what the story really hangs on. >> i think there's a method to the madness. and i think the leaker knew you can always fall back. nobody is talking about the irs. explain why you should target certain groups? if you can help me catch terrorists...
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Dec 16, 2013
12/13
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. >>> google robots in the news. google is joining a race. why the company is snapping up -- the creator of the world's fastest running robot. that story is next. google also has my guy working there, raymond kerzwall who is working on a few things like curing debt. >>> first squawk news. i watched the first series. i saw all of that. that was beautiful. very first time the bengals get the ball they missed getting the first down by inches. i thought they should go for it. instead they decided to punt it and he snand too far left. can't hang on to t. why do i bother to watch the steelers. 30-20 steelers over the bengals. new orleans lost yesterday to st. louis. the patriots lost. very weird. know as we head to break, let's check on the national forecast. another winter storm. you know who i got a message from? >> who. >> russell wilson. >> bring it. >> we are talking to the seattle. that team looks good. dick is friends with him. he's coming on. he went to wisconsin. we're going back and forth. hey, russell. i let you watch the squawk. anyway,
. >>> google robots in the news. google is joining a race. why the company is snapping up -- the creator of the world's fastest running robot. that story is next. google also has my guy working there, raymond kerzwall who is working on a few things like curing debt. >>> first squawk news. i watched the first series. i saw all of that. that was beautiful. very first time the bengals get the ball they missed getting the first down by inches. i thought they should go for it....
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587
Aug 30, 2013
08/13
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google has its own. ultimately i think what carl is trying to do here is tee this thing up so that his new friend, tim cook, will buy the company. >>> coming up, we'll have the last word from our guest host. you've got some french, you say? >> unfortunately, yes. a little bit. nascar is ab.out excitement but tracking all the action and hearing everything from our marketing partners, the media and millions of fans on social media can be a challenge. that's why we partnered with hp to build the new nascar fan and media engagement center. hp's technology helps us turn millions of tweets, posts and stories into real-time business insights that help nascar win with our fans. (announcer) at scottrade, our clto make their money do more.re (ann) to help me plan my next move, i take scottrade's free, in-branch seminars... plus, their live webinars. i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't trade like ever
google has its own. ultimately i think what carl is trying to do here is tee this thing up so that his new friend, tim cook, will buy the company. >>> coming up, we'll have the last word from our guest host. you've got some french, you say? >> unfortunately, yes. a little bit. nascar is ab.out excitement but tracking all the action and hearing everything from our marketing partners, the media and millions of fans on social media can be a challenge. that's why we partnered with hp...
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Mar 14, 2013
03/13
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>> google has the resources and long-term vision. i would say they'll have a place. >> where is twitter on this? >> twitter is fantastic. it's my social network of choice. i find it incredibly useful for professional reasons as well as personal reasons. but it's where the news iss breaking. i'm constantly on twitter. so are hundreds of millions other people. it's very popular. >> who is going to buy twitter, by the way? >> twitter will go public. >> how much do you think it's worth? >> i think the last valuation was $10 billion. >> the early markets, we saw this with what happened in facebook, the early investors, the premarket before the market, is that messing up the idea of a technology ipo being a successful takeoff again? >> i don't think so. of course everyone goes back to the facebook fiasco, although it's getting steam again. for every facebook you have a bunch of companies that has done very well. linkdin had a good high yesterday. >> do you have a question? >> go ahead. >> all of this in terms of how brands are marketing th
>> google has the resources and long-term vision. i would say they'll have a place. >> where is twitter on this? >> twitter is fantastic. it's my social network of choice. i find it incredibly useful for professional reasons as well as personal reasons. but it's where the news iss breaking. i'm constantly on twitter. so are hundreds of millions other people. it's very popular. >> who is going to buy twitter, by the way? >> twitter will go public. >> how much...
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Apr 1, 2013
04/13
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car forever with this google knows technology. we will talk about that. >> big advance. >> it's really lighting up the headlines. >> you guys are no fun. >> no fun? >> whatever. >> it's april 1st. >> i'm not ruining it. >> it's called joe biden day now. metro pcs shareholders to block an april 12th vote. biogen $54,900 a year for its new drug. that is below the $60,000 for rival drug. ebay upgraded to buy from hold at canaccord genuity. when did they change it? i know it's a canadian firm. ebay has a stable growth engine. and the pay pal unit will provide -- >> there's a lot of people worried about the pay pal unit. the lower margins on the expansion of the pay pal program, they want to put these devices in stores. it is not nearly as good as you can get online. >>> our monday "squawk box" money madness. last week's hroupbd two header. we tabulated your votes at squawk cnbc show page. in the battle between bank of america and intel, b of a won. in the facebook and google, facebook won with 57%. more people think there's an up side
car forever with this google knows technology. we will talk about that. >> big advance. >> it's really lighting up the headlines. >> you guys are no fun. >> no fun? >> whatever. >> it's april 1st. >> i'm not ruining it. >> it's called joe biden day now. metro pcs shareholders to block an april 12th vote. biogen $54,900 a year for its new drug. that is below the $60,000 for rival drug. ebay upgraded to buy from hold at canaccord genuity. when did...
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Oct 29, 2013
10/13
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center for google glass. a lot of mystery around this and people always like mystery peps. >> it's crowded, san francisco. it would be hard to -- you'd have to go way outside the city, probably. anything google does is high tech. they hired ray curstwile to cure death, right? they are doing a lot of school stuff. >> marketing or data center? a marketing center, if you want to create a splash, the way to do it would be to create it out in the middle -- >> quite a pun. >> i didn't think of that. >> a market would be different than a marketing center. >> i think marketing is what -- that's what i had read. a marketing center. >> so neither one of these, if they're just -- if it's security that there is a lot of security, but it probably just sounds like they might want a facility. they had the technology to do it and it's no -- it doesn't mean that it's like a really -- that they're doing evil things. >> but it's interesting. it's a mystery. >> we look at everything because they don't want to do anything evil, b
center for google glass. a lot of mystery around this and people always like mystery peps. >> it's crowded, san francisco. it would be hard to -- you'd have to go way outside the city, probably. anything google does is high tech. they hired ray curstwile to cure death, right? they are doing a lot of school stuff. >> marketing or data center? a marketing center, if you want to create a splash, the way to do it would be to create it out in the middle -- >> quite a pun. >>...
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May 13, 2013
05/13
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even though you mentioned google finance, i don't believe that going on google finance or yahoo finance -- by the way, maybe we should look and see or any other website which is 10,000 times less secure. >> a reuters terminal. >> a reuters terminal. one of the things we're not recognizing or explaining well enough. you could see certain things like a c b bs screen but -- >> the short amount of time they're feeling the sting and they think i have a live deal that's about to get announced. i want no one to explain what company i'm looking at now. i'm going to check into world finance. you have to believe that the salespeople are getting them off the hook. a lot of banks -- >> they want to understand something. let's say i was david einhorn and i did a function banks repeatedly. i had not done it before. all of a sudden i was doing the function banks, looking at banks. do i know he's looking at banks now? if i have a rumor that tells me he's interested in some kind of takeover or some big move and i see his data on banks, is that something i could put together? >> we don't know that a func
even though you mentioned google finance, i don't believe that going on google finance or yahoo finance -- by the way, maybe we should look and see or any other website which is 10,000 times less secure. >> a reuters terminal. >> a reuters terminal. one of the things we're not recognizing or explaining well enough. you could see certain things like a c b bs screen but -- >> the short amount of time they're feeling the sting and they think i have a live deal that's about to get...
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Feb 11, 2013
02/13
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but google's also got more of an emphasis than it has in awhile on long-term projects like google glass the eye wear and the driverless cars. that's something sergey brin likes to focus on. so, not as much in immediate of that adult supervision. perhaps, the signals a little bit less of an emphasis on the need for his leadership. of course he's still in that executive chairman position. but definitely page, and more than usual, britain, running the show. >> real quick, he's not selling his stake overnight? he's not selling it this week. this is just a plan being put in place that he's going to sell over several months or years. i don't know how long it is. do you know? >> not clear exactly how long it will take him to sell that stake. this has just been putting out there that he intends to do this. and of course, last year they set aside plans for a new class of stock class -- >> whatever happened -- have they issued those shares? >> yeah, they've done that. and the stock they'll be issuing has no voting power. this makes it maybe a little bit clearer why they did that with schmidt plan
but google's also got more of an emphasis than it has in awhile on long-term projects like google glass the eye wear and the driverless cars. that's something sergey brin likes to focus on. so, not as much in immediate of that adult supervision. perhaps, the signals a little bit less of an emphasis on the need for his leadership. of course he's still in that executive chairman position. but definitely page, and more than usual, britain, running the show. >> real quick, he's not selling...
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Aug 20, 2013
08/13
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right. >> you are also doing google glass. >> google glass, yeah. >> if i look at google glass, what am i seeing? >> well, if you look in google glass, you will be seeing a wide variety of content. obviously, as you know, it's eye we're, it projects on to a little screen that you look at in the upper right corner of your eye, specifically for elle, what you will be seeing is you will be getting a lot of snackable content from us on a daily basis, actually our blog from elle.com. it will be the only magazine feed a part of the content feed on google glass. one of the reasons for that is they really want to connect with the influencers on both men and women and the influencer is at the heart of our demographics. so we will be serving up. >> what's the percentage of the revenue that comes from magazines. >> the percent annual of revenue for -- >> for the magazine. >> vs. digital. >> oh, we're writing at about 85% print, 15% digital right now. >> thank you for coming in. it's all very interesting. >> my pleasure. >> i want to talk about marissa meyer that's a different magazine. >> that
right. >> you are also doing google glass. >> google glass, yeah. >> if i look at google glass, what am i seeing? >> well, if you look in google glass, you will be seeing a wide variety of content. obviously, as you know, it's eye we're, it projects on to a little screen that you look at in the upper right corner of your eye, specifically for elle, what you will be seeing is you will be getting a lot of snackable content from us on a daily basis, actually our blog from...
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Feb 21, 2013
02/13
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i don't like to see that is too bullish. >> did you see the video, talking about google, the google glasses, did you see -- know what i'm talking about? >> google glasses versus apple -- versus an apple watch, i want the glasses. the google chrome continues to make a lot of inroads, too with a touch screen people like. google has the momentum now, you put that $1,000 price target on it you start thinking that's too bullish. >> you saw the story about cream put on a lot more computers shall compete against android and microsoft s it possible five years from now, we are all using devices, laptops and tablet these are all either chrome or android? >> no, because i think that apple's got a terrific operating system. >> but microsoft is out? >> chrome is cheap. microsoft? xbox and skype. >> that's over? >> skype has 2 billion in revenues. >> but windows is done for you >> yeah. i'm stuck with it. i wish that the it people would catch up. it people all over the world, at least in our country, seem deeply involved in the microsoft system, yet i don't know anyone who actually would choose it of the
i don't like to see that is too bullish. >> did you see the video, talking about google, the google glasses, did you see -- know what i'm talking about? >> google glasses versus apple -- versus an apple watch, i want the glasses. the google chrome continues to make a lot of inroads, too with a touch screen people like. google has the momentum now, you put that $1,000 price target on it you start thinking that's too bullish. >> you saw the story about cream put on a lot more...
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Jun 19, 2013
06/13
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. >> and the other google storyar organization recorded them, played them back. >> and the other google story, they bought waze and closed the deal on day one. usually you have to wait and usually you have to get antitrust clearance. so he so th they just did the deal fast the deal was done using exceptions saying if you're a foreign company and you don't have more than $60 million worth of revenue in the u.s., you don't have to go through the channels. >> i would do that, too, if i use qualify for that. >> so now the government has to figure out whether they want to undo the deal. usually there is no reason to undo the deal because they have to approve the deal. >> this is interesting because the map space is such a tightly contested space and google is already such a -- >> such a huge player. >> such as the apple mess. >> but the idea that he woulded you would try to close up the deal without -- knowing that this was going to happen. >> this was going to be a situation where the government would want to take a look because you are such a big player. >> but because these companies don'
. >> and the other google storyar organization recorded them, played them back. >> and the other google story, they bought waze and closed the deal on day one. usually you have to wait and usually you have to get antitrust clearance. so he so th they just did the deal fast the deal was done using exceptions saying if you're a foreign company and you don't have more than $60 million worth of revenue in the u.s., you don't have to go through the channels. >> i would do that,...
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Mar 13, 2013
03/13
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we'll google it. you know what i was watching over here, guys, is what's happening on italy's stock market. we're down about 1.1%. it's basically been red across europe today. ftse underperforming. over here is italy down 1.1%. the reason i'm watching this is we expect any minute now the results of the latest bond auction. this is the first one since italy was downgraded by fitch on friday. so there's been a lot of focus not of course just on rome where we have the chimney watch going on but also for the borrowing costs here. apparently results still aren't out yet. they are expected to pay more than last night around but not significantly so. we've seen that spread between italy and sprain narrow. let's flip over and take a look at the bond space where it's not just italy that's been in focus today. 4.675 compared with 4.75 for spain. but ireland, 3.7% or just about in the ten-year. the reason i mention this as well as ireland just has raised money via syndicate for ten-year debt at 4.25%. more than
we'll google it. you know what i was watching over here, guys, is what's happening on italy's stock market. we're down about 1.1%. it's basically been red across europe today. ftse underperforming. over here is italy down 1.1%. the reason i'm watching this is we expect any minute now the results of the latest bond auction. this is the first one since italy was downgraded by fitch on friday. so there's been a lot of focus not of course just on rome where we have the chimney watch going on but...
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Apr 25, 2013
04/13
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is that even reported yet or google? apple? >> apple is out. >> the red flags are up to where this is not a -- >> when we had doug on while you were gone, caterpillar, and the one thing he said is that he felt better than he has in quite a long time. he doesn't think it will be a significant spring swoon. so even though things don't look great, a lot of them aren't calling for the same sort of collapse that they've seen in the last several years in the spring. >> i looked closely at the cup while i was out. they bought bucyrus. and it helped them emerge from the financial troubles quicker, but now because of a slowdown in commodity, commodity prices, china, the minings base hasn't been great. but in the future, he thinks it's going to be great. >> and it souded dower when he came on. i was surprised about how straightforward they were about how bad things were. >> but he thinks that's going to be a transformative step. >> he did think it was at a bottom. >> instead of just earth-moving equipment, you go into the -- and for a wh
is that even reported yet or google? apple? >> apple is out. >> the red flags are up to where this is not a -- >> when we had doug on while you were gone, caterpillar, and the one thing he said is that he felt better than he has in quite a long time. he doesn't think it will be a significant spring swoon. so even though things don't look great, a lot of them aren't calling for the same sort of collapse that they've seen in the last several years in the spring. >> i...
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Jan 16, 2013
01/13
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has something like this already, google plus. they bought zagit. >> they have that already. the distinction is there's so much more information facebook has given over to facebook and facebook suggests that's the case because most people haven't used google plus. >> doesn't that sound antido antidotally because how often do you go on facebook versus google plus. >> google is tracking the rest of everything, every search i have ever done so should be able to do this in a different way. >> people have all the information of likes people have clicked, kept all that. nothey kept all that the past eight years and should have a huge trove of information. >> the company is only eight years old, the like button? that's amazing. >> i've seen yelp when i searched for restaurants. >> but yelp is not based on what your friends like. >> it was down a little bit based on this being possibly a competitive threat. is this monetizing mobile? >> not monetizing mobile but eventually. >> he was wearing a hoodie. yesterday, did you see him? >> not a
has something like this already, google plus. they bought zagit. >> they have that already. the distinction is there's so much more information facebook has given over to facebook and facebook suggests that's the case because most people haven't used google plus. >> doesn't that sound antido antidotally because how often do you go on facebook versus google plus. >> google is tracking the rest of everything, every search i have ever done so should be able to do this in a...
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Feb 7, 2013
02/13
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i mean, we have a great relationship with google. they supply our sponsored listings for our search business which is effectively the advertisements that we serve in our various properties. from time to time, they adjust certain policies, about the way those advertisements are used. we had a big one over the course of the last weeks where sort of we and google worked together to come up with a change to the set of policies. it's probably the biggest one that we've had in a long time, and our business comes out strong. it has some impact in the near-term but i think overall leaves us in a great competitive position. we said we're expecting strong double digit growth in that business this year. so we actually feel great. i mean when you have a relati relationship like that that's big over time issues can arise and you sort of then have periods of realignment which we have and we come out very strong. so we feel really good about it. >> let's turn this around for a second. were you in compliance with the new policy? and more importantly
i mean, we have a great relationship with google. they supply our sponsored listings for our search business which is effectively the advertisements that we serve in our various properties. from time to time, they adjust certain policies, about the way those advertisements are used. we had a big one over the course of the last weeks where sort of we and google worked together to come up with a change to the set of policies. it's probably the biggest one that we've had in a long time, and our...
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Mar 28, 2013
03/13
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vote for facebook or google. we'll be talking about the second matchup, intel versus bank of america in the next hour. >>> coming up, preparing your portfolio for q2. ♪ [ construction sounds ] ♪ [ watch ticking ] [ engine revs ] come in. ♪ got the coffee. that was fast. we're outta here. ♪ [ engine revs ] ♪ [ female announcer ] what if the next big thing, isn't a thing at all? it's lots of things. all waking up. connecting to the global phenomenon we call the internet of everything. ♪ it's going to be amazing. and exciting. and maybe, most remarkably, not that far away. we're going to wake the world up. and watch, with eyes wide, as it gets to work. cisco. tomorrow starts here. >>> >>> it is the final trading day of the first quarter. >> banks reopening in cyprus with tight controls on transactions. michelle caruso-cabrera will will bring us live reports from the capital. >>> breaking economic data. jobless claims and the final read on the fourth quarter gdp hits the the tape at 8:30 a.m. eastern. the
vote for facebook or google. we'll be talking about the second matchup, intel versus bank of america in the next hour. >>> coming up, preparing your portfolio for q2. ♪ [ construction sounds ] ♪ [ watch ticking ] [ engine revs ] come in. ♪ got the coffee. that was fast. we're outta here. ♪ [ engine revs ] ♪ [ female announcer ] what if the next big thing, isn't a thing at all? it's lots of things. all waking up. connecting to the global phenomenon we call the internet of...
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Apr 26, 2013
04/13
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google officer larry page met south korea's president this morning. the president has been pitching her, "creative economy initiative," which calls for creating new markets and jobs by developing technologies. they had lunch with top executives from samsung. they produce the android operating system -- >> korea has the greatest penetration of broadband in the world. >> it's not surprising. >> north korea -- >> they don't have electricity. >> or food. when we come back, much more from wall street. evercore's ralph. people know him as ralph. and centerview's efron. we're pulling zac efron stuff for you. >> is that what this music is? >> we are going to have a few. it brings you stocks with a latin twist. names big in latin america. there's only one person that's going to give it the pronunciation they deserve, to my right, and help you make money. we'll be right back. oh, boy. [ groans ] ♪ ♪ [ engine revs ] ♪ >>> welcome back to "squawk box". $6.5 approximately, up 42 percent from a year earlier for samsung. some analysts expected sales to slow as
google officer larry page met south korea's president this morning. the president has been pitching her, "creative economy initiative," which calls for creating new markets and jobs by developing technologies. they had lunch with top executives from samsung. they produce the android operating system -- >> korea has the greatest penetration of broadband in the world. >> it's not surprising. >> north korea -- >> they don't have electricity. >> or food. when...
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Aug 29, 2013
08/13
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i think google is an inexpensive stock. that's as close as i want to to that one. >> what you dow make of the verizon vodafone situation? >> i think verizon takes it up this must have. it's absurd. that's going to be a great idea. come tomorrow when you come in, there's nothing new. i do believe, look, this is verizon, it could be able -- you can get rid of its land mine business if you wanted to. high mobile growth business. i just don't think that it matters that much to verizon as much as it matters to vodafone. it's a good deal for vodafone. >> if you're verizon, what do you do? >> i think you want to be able to get it so that you own the other 45% of what is a very rapid business versus the business of landlines. which is maybe a plus one, minus one. i think it makes sense to be able to consolidate. the guys who buy it up three, i don't know. this is like microsoft buying it at 36 on steve ballmer. in the end you're stuck with the fundamentals. if there's no deal who goes right back. offers stockton deal, it goes right
i think google is an inexpensive stock. that's as close as i want to to that one. >> what you dow make of the verizon vodafone situation? >> i think verizon takes it up this must have. it's absurd. that's going to be a great idea. come tomorrow when you come in, there's nothing new. i do believe, look, this is verizon, it could be able -- you can get rid of its land mine business if you wanted to. high mobile growth business. i just don't think that it matters that much to verizon...
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Sep 12, 2013
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the head of google's engineering department, you name a google map to google earth and google mobile and things. she has proven herself many ways over before coming into this job. and then you look -- had eight ceos at yahoo and the brief 18, 19-year history. she's the first one to be that total package. some of themgood technologis technologists, some of them were fake. >> are ydo you agree? >> i don't disagree. i think the problem she's facing is maybe an impossible task at yahoo. a lot of what we're talking about and what she talks about i don't think has been a problem. i don't think there are, you know, cosmetic problems with the look and feel of yahoo's properties. who doesn't go to yahoo finance or yahoo sports for the news every day? i know i do. they're a huge partner of the street. people go there. they've had traffic, sort of old reliable of the internets, you go there, but don't really realize it. there's no passion, not a lot of brand loyalty. no the a lot of reasons to get excited. >> i went to yahoo finance every day before this happened. but she pointed out yesterday
the head of google's engineering department, you name a google map to google earth and google mobile and things. she has proven herself many ways over before coming into this job. and then you look -- had eight ceos at yahoo and the brief 18, 19-year history. she's the first one to be that total package. some of themgood technologis technologists, some of them were fake. >> are ydo you agree? >> i don't disagree. i think the problem she's facing is maybe an impossible task at yahoo....
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Jan 31, 2013
01/13
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will they ever beat google? when you think of the valuation that google has today, and the math behind that, do you see facebook being that? >> i don't know the answer to that, but i do see a lot of parallels. how many quarters do we have people complain about google spending? every quarter, why is google spending so much? ultimately, these are r&d intensive companies. i think graph search is a glimpse to a product that could -- >> what is graph search eventually? >> graph search may be the way you discover about things around you. you search first for your friends, you get your friends' results and then if your friends can't answer it -- >> where are you on bing, by the way? would you use bing over google? >> consumer habits get deeply engrain engrained. if you do bing searches, the results are as good. >> are they better? >> i don't think you use bing unless the name changed to bada bing. i don't like it. >> if i'm going to have to go to a facebook graph search, i'm going to eat in. >> everybody is already on
will they ever beat google? when you think of the valuation that google has today, and the math behind that, do you see facebook being that? >> i don't know the answer to that, but i do see a lot of parallels. how many quarters do we have people complain about google spending? every quarter, why is google spending so much? ultimately, these are r&d intensive companies. i think graph search is a glimpse to a product that could -- >> what is graph search eventually? >> graph...
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Sep 20, 2013
09/13
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i don't think you could expect them to be google. i don't think you could have expected google to be facebook. the way he that it works -- >> you think you only get really one, don't you? >> apple has more than one. >> jobs had more than one. >> google has sort of had -- android and apps and all these other things that they've developed, but maybe they're not -- >> but they didn't have the social -- you know, they're trying for that stuff. what i'm most excited about was google, and you've seen that they've picked up on my singulairty thing. but google is trying to solve death. >> that would be nice. >> we're talking about downloading your brain on to a computer, so that you are still you but it's on hardware and giving yourself a body of stuff that will last forever. >> larry elison spends a lot of money. >> yes, he does. all of it has to do with when computers have a billion times as much computing knowledge as all of humanity, you don't know -- you don't know what is potentially possible. and we could hit that as early as 2040, ac
i don't think you could expect them to be google. i don't think you could have expected google to be facebook. the way he that it works -- >> you think you only get really one, don't you? >> apple has more than one. >> jobs had more than one. >> google has sort of had -- android and apps and all these other things that they've developed, but maybe they're not -- >> but they didn't have the social -- you know, they're trying for that stuff. what i'm most excited...
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Apr 30, 2013
04/13
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google now is now available as part of a free google search iphone and ipad app. you can download it. it's the first time google now has been available for nonandroid devices. it performs many of the same functions as siri. it is programmed to go beyond siri, anticipating user preferences and finding information before the user even asks for it. >> what? >> it is pretty cool. >> have you tried it? >> i have seen it on annan droid phone and thought, wow, i wish i could have. during the next commercial break i'm going to download it. >> i tried to do the google map and it asked me to sign up. >> gmail address. you need to have that? >> i do. >> then i have two e-mail addresses. >> you don't have to use it. >> i was totally confused. >> you want it all for free and nothing. >> i just didn't understand why they wanted all the information. like the porn sites. i don't give any information. >> we have your tools of the trade. a look at currency and oil markets. later, the business of cookies. the girl scouts $3.2 million sales force is wrapping up its season today. it i
google now is now available as part of a free google search iphone and ipad app. you can download it. it's the first time google now has been available for nonandroid devices. it performs many of the same functions as siri. it is programmed to go beyond siri, anticipating user preferences and finding information before the user even asks for it. >> what? >> it is pretty cool. >> have you tried it? >> i have seen it on annan droid phone and thought, wow, i wish i could...
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Oct 18, 2013
10/13
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of course, and i'll just show you the frankfurt quote here for google, 7.6% up google in the frankfurt trade as it's nearly that $1,000 mark in the united states, as well. one other, corporate is worth keeping your eyes on here. loreal 2.3% today. the cosmeticsmaker coming out and saying, look, we're pretty comfort where with things are. confirmation, the cosmetics business is in exclusive talks to buy two japanese companies, as well. they've been in a pretty sweet spot, loreal. wrap up with a quick look at where we are with the bond markets. pointing out the ten-year treasury yields, 2.55% for ten-year treasuries. up bond markets here following to italy and spain. interesting thing is, italy is now yielding less than spain once again. so we're out of the yields for now. and yieldz also lower today, next treasuries, 1.82%. although that spread has narrowed just a little bit. that's it. >> thank you, ross. good to see you this morning. >>> we mentioned china earlier. ross just mentioned it. let's get to eunice yoon with more details on it. hi, eunice. >> hi, michelle. st numbers came in
of course, and i'll just show you the frankfurt quote here for google, 7.6% up google in the frankfurt trade as it's nearly that $1,000 mark in the united states, as well. one other, corporate is worth keeping your eyes on here. loreal 2.3% today. the cosmeticsmaker coming out and saying, look, we're pretty comfort where with things are. confirmation, the cosmetics business is in exclusive talks to buy two japanese companies, as well. they've been in a pretty sweet spot, loreal. wrap up with a...
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Jul 22, 2013
07/13
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intel is a shareholder in that unit which makes the type of technology google plans to use in its google glass device. problems for 100,000 creditors. debt on the line, joining us now with more on how the motor city can stop its freefall is cbc's scott cohen. good morning again. >> good morning, joe. one of the clear ways to stop the freefall is this chapter 9 bankruptcy filing t. largest in american history. of course, it's the combination of problems that were years in the making. from the white flight of the 1960s and the decline of the manufacturing base after that, a mass exodus to population from this city and also as we talked about the pension obligations, those are a small fraction of the total. the total liabilities you heard about $18 billion. the pensions between the city and police and fire pensions, about 3.25 billion. michigan governor rick snyder is hoping that the retirees will join the city at the table and become part of the rebuilding process. >> proactively in a bankruptcy petition, one thing we're asking for is the judge right up front to appoint someone to represen
intel is a shareholder in that unit which makes the type of technology google plans to use in its google glass device. problems for 100,000 creditors. debt on the line, joining us now with more on how the motor city can stop its freefall is cbc's scott cohen. good morning again. >> good morning, joe. one of the clear ways to stop the freefall is this chapter 9 bankruptcy filing t. largest in american history. of course, it's the combination of problems that were years in the making. from...
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Feb 8, 2013
02/13
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. >> we're googling for it rye now. joe is going to invest in it, make a ton of money and leave us behind. a powerful winter storm is on its way from the east coast. jen carfagno -- did i say that right? >> carfagno. >> joins us from the weather channel. >> by the way, i'm going throw in a few bucks, too, for that new product. we need that when we have a storm like this. the scale only goes up to ten. we don't see something like this every day even every year. we're talking about an historic storm. boston, 10 out of 10. blizzard continues expected. portland, same issue, as well. we have blizzard warnings for 23 million people overall, 54 million people under some type of winter storm warning or adviso advisory. and it's two storms coming together. the radar, too, shows you where things are. we have that snow coming around now through michigan and moving into parts of new york state. this storm, this is the one that's bringing all the punch and the moisture and we've got rain now starting to move into places like philade
. >> we're googling for it rye now. joe is going to invest in it, make a ton of money and leave us behind. a powerful winter storm is on its way from the east coast. jen carfagno -- did i say that right? >> carfagno. >> joins us from the weather channel. >> by the way, i'm going throw in a few bucks, too, for that new product. we need that when we have a storm like this. the scale only goes up to ten. we don't see something like this every day even every year. we're...
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Nov 4, 2013
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google is a u.hs.-based company. at&t may struggle to be able to acquire companies in europe because the company -- >> you talked about it. i don't know whether that's -- you were worried about blackberry. >> i think you're in the same place. >> we'll see. >> what happens if that's the case? >>. >> i don't think it is. >> what if it is. >> it's like kaasa blank at tca. we are way better at it. >> we're better at everything. >> we are better at it. my concern, again, is there's an oversight committee there for a reason. >> sharing stuff. >> half the stuff we found out that they were mad about they had supplied to us. >> when there's no deal -- when some company needs to do a deal out there are you going to scream protectionism? >> i'm he not going to worry. if you like mna, i'm all right. >> you're fine? >> i don't think that's going to happen. you're worried about it beforehand. been worried about a lot of things. >> growing the pie. >> no one over there -- >> that's a huge leap to say because of the nsa someone over
google is a u.hs.-based company. at&t may struggle to be able to acquire companies in europe because the company -- >> you talked about it. i don't know whether that's -- you were worried about blackberry. >> i think you're in the same place. >> we'll see. >> what happens if that's the case? >>. >> i don't think it is. >> what if it is. >> it's like kaasa blank at tca. we are way better at it. >> we're better at everything. >> we...
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May 28, 2013
05/13
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>> apple was said to be poking around a couple months ago. >> google? >> google. it's definitely a hot property. the issue is it's an israeli company. they want all the people to stay in israel. they don't want to move. i think that's a hiccup with negotiations in addition to cost. >> hulu also up for grabs. >> yeah. i don't know why they would want hulu. well, maybe. >> it's like literally marissa myers trying to replicate google. hulu, youtube. flicker with picassa. tumblr. >> were you a a fan of tumblr? >> if you look at numbers, they paid 16 times more for geocities. i'm sorry, 30 times more for that. reaching 16 times more people. so it's a great deal. >> everybody wants a foot hold in television online, right? hulu, i used to love it because you could find all the crappy '80s television shows. you could watch stargate for eight days straight. it's all about the content. if you don't buy all the pieces what are you getting? >> there's less shows, less things you can watch. it's so commercial. it's a cool product, but i'm not sure it's the feature of tv. >> on
>> apple was said to be poking around a couple months ago. >> google? >> google. it's definitely a hot property. the issue is it's an israeli company. they want all the people to stay in israel. they don't want to move. i think that's a hiccup with negotiations in addition to cost. >> hulu also up for grabs. >> yeah. i don't know why they would want hulu. well, maybe. >> it's like literally marissa myers trying to replicate google. hulu, youtube. flicker with...
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Apr 22, 2013
04/13
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you. >> google follows me. all of a sudden, i'll start getting ads from sailboat operations. this kid, man, terrorist, 26-year-old, how far old he was, is apparently looking up bomb making plans on al qaeda-linked websites based in yemen. why do we have a problem with -- if someone is looking those things up, why do we have a problem with that versus google or others saying, hey, sullivan is -- >> behind the scenes, do we have a problem with that? meaning is the government saying we're not even looking at this? >> no, no. behind the scenes, the government doesn't have a problem with it. but it's a public relations and political problem. on the one hand, people do not care about whether every private enterprise in the world knowing anything about them. but crossing the line with the government knowing anything about them. >> it's something that becomes more difficult the further away you get from terrorist activities. the further away you got from 9/11, the more people were reluctant to allow you to do this. >>
you. >> google follows me. all of a sudden, i'll start getting ads from sailboat operations. this kid, man, terrorist, 26-year-old, how far old he was, is apparently looking up bomb making plans on al qaeda-linked websites based in yemen. why do we have a problem with -- if someone is looking those things up, why do we have a problem with that versus google or others saying, hey, sullivan is -- >> behind the scenes, do we have a problem with that? meaning is the government saying...
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Sep 10, 2013
09/13
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but google and apple. google some day, had more of -- less of a consumer stock, but that is a big part of our economy now. you had to think about it, didn't you? >> we had to think about it but the arithmetic doesn't work. there's about eight or ten stocks well north of $200 in the s&p 500. when you look at them all, you can tell me about priceline, but that's got a four-digit price. >> berkshire would be better, i'd love to see you do that. >> yeah. the arithmetic doesn't work. i guess we could build a price weighted super colossal index. >> if google split, you'd put them in? >> split two or three times, google's around 800 -- >> you'd put them in then? i'll tell them. >> we'll look at it but we never tell anybody in advance. but definitely we'll look at it. >> why not change the weighting, that would allow you to do some of this. >> we've talked about that. and when you've got an index out there for 100 and some odd years, you'll have to be careful about what you do. but in the long-term, they're not ta
but google and apple. google some day, had more of -- less of a consumer stock, but that is a big part of our economy now. you had to think about it, didn't you? >> we had to think about it but the arithmetic doesn't work. there's about eight or ten stocks well north of $200 in the s&p 500. when you look at them all, you can tell me about priceline, but that's got a four-digit price. >> berkshire would be better, i'd love to see you do that. >> yeah. the arithmetic doesn't...
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May 15, 2013
05/13
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so this move would make sense for google. apple doesn't yet offer a streaming music service, but it is working on one similar to pando pandora. its negotiations have been ongoing for months and months now, but still no launch date set yet. streaming music is a fast-growing category. private spodify was name one of cnbc's disrupter 50, and it has 18 million users of the free ad supported service and 6 billion paying a monthly fee. pandora has more than 200 million registered users. amazon and microsoft are looking for a piece of the music business. a subscription service similar to spodify. now, the reason all these companies are jumping on the music bandwagon is not because of the revenue from individual song downloads but rather the potential for mobile ad revenue, which is a fast-growing market and to certain extent, the app people use to listen to their music owns their phone's home screen for a good number of hours per day. that's valuable real estate. >> one question i have, i'll use pandora and notice all the songs i us
so this move would make sense for google. apple doesn't yet offer a streaming music service, but it is working on one similar to pando pandora. its negotiations have been ongoing for months and months now, but still no launch date set yet. streaming music is a fast-growing category. private spodify was name one of cnbc's disrupter 50, and it has 18 million users of the free ad supported service and 6 billion paying a monthly fee. pandora has more than 200 million registered users. amazon and...
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May 2, 2013
05/13
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>> i would put it in google. seasonally, quarter on quarter, google's ad revenues were flat. and i think that a it's -- from that stand, it is much earlier in its growth cycle. so i would say google. >> you know what, actually, ken, thank you for your perspective this morning. >> sure. >> we've got to run. sorry to keep it short. >> my pleasure. thank you. >> we were having that conversation earlier this morning about what to do with the sequester, whether you should spend more now, whether you should look at cuts down the road. you can do both. he was talking about the new plan they have come out with. the cuts don't make any sense. you can spend more right now on things like building some new infrastructure. but what you need to be doing, as you're looking at the entitle cuts down the road, those are the important ones out there. >> pat sajak brought a big gulp and drank it the whole entire time. >> as a statement? >> monday night on wheel and i thought i would bring a big gulp size soda. and jay leno has a way to close gitmo? >> how? >> president obama should pretendonitis
>> i would put it in google. seasonally, quarter on quarter, google's ad revenues were flat. and i think that a it's -- from that stand, it is much earlier in its growth cycle. so i would say google. >> you know what, actually, ken, thank you for your perspective this morning. >> sure. >> we've got to run. sorry to keep it short. >> my pleasure. thank you. >> we were having that conversation earlier this morning about what to do with the sequester, whether...
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Mar 19, 2013
03/13
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>> well, you know, google map is definitely on top of the list because google map used to be pre-loaded on every single ios devices. it's not anymore. so a lot of people that have eos devices are going to the store and downloading google map because they are used to the application and like the application better than what they have on their phone and they go to download it. that's why. >> nicolas, thank you for joining us. we have a list that we just showed everybody and we'll do an update of that. >> thanks for having me. >> appreciate it. >> when we come back, the stock of the day, is it in your portfolio? we'll find out right after this.
>> well, you know, google map is definitely on top of the list because google map used to be pre-loaded on every single ios devices. it's not anymore. so a lot of people that have eos devices are going to the store and downloading google map because they are used to the application and like the application better than what they have on their phone and they go to download it. that's why. >> nicolas, thank you for joining us. we have a list that we just showed everybody and we'll do...
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Jan 30, 2013
01/13
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google, microsoft and nokia trying to come on strong with google 8 and apple and google owning this space on the revenue and profit side in the phone business. here's what rimm needs to do today. this is the equivalent of an i-mac moment hopefully for rimm. apple in the late '90s got itself back on track and defined a space in the computing market, didn't take it back over and defined who they were and set the path going forward. possibly what rimm needs to do is come out, show this hardware and set expectation s lower it will take a while. they said they will continue selling phones with the previous operating system quite a while and make up quite a bit of their base and this will take a while in volume and maybe set the barlower here. >> thank you for that. we are now joined by tim long, research analyst and editor-in-chief of boy genius report. since you are here on set, you played with this thing. >> i have. >> good, bad? >> it's great for existing blackberry users that love blackberry. >> not a ringing endorsement. >> i think pitted against the outside circle, a little more complica
google, microsoft and nokia trying to come on strong with google 8 and apple and google owning this space on the revenue and profit side in the phone business. here's what rimm needs to do today. this is the equivalent of an i-mac moment hopefully for rimm. apple in the late '90s got itself back on track and defined a space in the computing market, didn't take it back over and defined who they were and set the path going forward. possibly what rimm needs to do is come out, show this hardware...
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Mar 6, 2013
03/13
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telling you why i like google. i go to a survey we make of things that are attractive. go back to facebook, i was there before the ipo of facebook, and said facebook is like a beautiful woman without a blemish and the moment the blemish comes up, facebook is down and google is up. >> you're still in it? >> yes. it's a philosophical question. i don't have any emnity. i like them and respect them. if i see what they're doing, i would look further. i haven't looked at herbal life, not my thing. >> i don't know whether it's herbal life or herb-al life. i don't know which it is. >> these are philosophical issues. i think he has responsibility. now, he was unified and sold 10 million shares of jc penney. >> that's why they've gotten rid of -- >> they haven't gotten rid of him. he was a terrific guy. paid $100 million to get him. gave him $100 million deal to leave. and steve is a terrific guy. i don't know the inside there. >> like turning you on and letting you go. i don't mean turning you on, which i probably do, too,
telling you why i like google. i go to a survey we make of things that are attractive. go back to facebook, i was there before the ipo of facebook, and said facebook is like a beautiful woman without a blemish and the moment the blemish comes up, facebook is down and google is up. >> you're still in it? >> yes. it's a philosophical question. i don't have any emnity. i like them and respect them. if i see what they're doing, i would look further. i haven't looked at herbal life, not...
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Aug 8, 2013
08/13
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when i think about the competition, i think about google, american express. i was about a week ago, i walked past a jamba juice with my iphone. i downloaded some app through google that told me if i walk into jamba juice, the smooth think would cost $2.50. where does groupon play in that? where do they play in that relative to other players who may have more entrenched relationships with retailers? >> you are going to get bombarded with deals across the board. as mobile phones become and advertisers get smarter at targeting your jamba juice is perfect, there is going to be that bombarding factor. where groupon dimp shats, living social is a true competitor. it really becomes a place thatting a gre gates these deals. it's the difference between a deal pushed on you versus you going out and trying to build a night or a weekend or some event around that. so i think that's the fundamental difference. it's a push concept, which gets fatigue. this is an actual destination. they had 54,000 deals on the site last quarter. it was up from 47,000 in march. there is a lo
when i think about the competition, i think about google, american express. i was about a week ago, i walked past a jamba juice with my iphone. i downloaded some app through google that told me if i walk into jamba juice, the smooth think would cost $2.50. where does groupon play in that? where do they play in that relative to other players who may have more entrenched relationships with retailers? >> you are going to get bombarded with deals across the board. as mobile phones become and...